Effective November 27, 2021, the deferred sales charge and low load sales charge purchase options will no longer be available for purchase on Sun Life Global Investments mutual funds. Switches between funds of the same sales charge purchase option will be permitted.

Subsequent cheque deposit - Investment instructions

Please print out this page when sending a cheque to Sun Life, attach the cheque and provide investment instructions.

Sun Guaranteed Investments - Superflex, Sun GIC Max – non-redeemable, GIC – redeemable

My Client has provided me with investment instructions to give to Sun Life for this contract. Instructions are below.

Today's date:
Contract number (if available):
Client name & Date of birth:
Amount of cheque/deposit:

For Superflex/Income Master make cheque payable to Sun Life Assurance Company of Canada.

For Sun GIC Max or SLF Trust GIC make cheque payable to Sun Life Financial Trust. 

Guaranteed interest investment instructions (see options below)

Guaranteed period or end date

Interest selection*

Rate

Amount

 

 

 

$

 

 

 

$

 

 

 

$

 

 

 

$

Auto ladder

 

 

$

Daily interest investment (no minimum deposit)

$

*No need to specify for Sun GIC Max and GIC as this is determined at the contract level.  See below.

Guaranteed interest investment options

Product type

Guaranteed periods (Terms)

Interest

Investment minimums

Superflex
(Insurance GIC)

90 days
1-10 years

C = compound
MP = monthly payout to Client
A = annual to daily interest
AP = annual payout to Client

$1000 - annual and compound

$5000 for monthly or annual payout to Client

Sun GIC Max - non-redeemable
(Trust GIC)

30 days to 5 years

Determined at issue - Only one interest type is allowed per contract

$1000

GIC - redeemable
(Trust GIC)

30 days to 5 years

Determined at issue - Only one interest type is allowed per contract

$1000

Fax 1-866-487-4745 or email PDF to servicenow@sunlife.com same day to secure the rate. Provide a copy of the cheque if available.

Mail or courier to:

Sun Life 
227 King St South
Waterloo ON N2J 4C5

The Sun GIC Max – Non-redeemable and the GIC – redeemable are issued by Sun Life Financial Trust Inc. The Superflex is issued by Sun Life Assurance Company of Canada. Sun Life Financial Trust Inc. and Sun Life Assurance Company of Canada are members of the Sun Life group of companies.